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India Overtakes China in iPhone Shipments to U.S. After Major Export Surge - Tech
China falls behind in shipments
Apple’s sharp pivot in iPhone production reflects its broader strategy to diversify manufacturing beyond China—an effort that began during the pandemic and has accelerated due to recent trade policies. According to Omdia research manager Le Xuan Chiew, Apple’s preparation for trade disruptions has been years in the making, and the sudden surge in April shipments likely reflects strategic stockpiling ahead of the tariff increases. The surge in April exports highlights early success in avoiding tariff impacts and reducing exposure to geopolitical risks—marking a significant milestone in Apple’s evolving global supply chain.
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